A Resource for any Schedule
Whether you have a couple minutes or an hour, we can explain the tax, liquidity, and legacy-building advantages of an employee stock ownership plan.
An Employee Ownership Case Study
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Join Larry Kaplan, CSG’s Founder and Managing Partner, for a review of the leveraged ESOP feasibility, structuring, and financing process in this brief video.
Based on real client interaction, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.
Get the Latest ESOP Insights from our Team
Key ESOP Considerations for Trusted Advisors (CLE)
January 26, 2024 • CSG Partners Staff
Tax Benefits for ESOP-Owned Companies
January 10, 2024 • David Blauzvern
Rethinking Employee Bonuses and Cash Incentives
December 4, 2023 • Richard Harmon
Healthcare's Private Equity Alternative
September 25, 2023 • Michael Bannon
Why do Leading Companies Trust our ESOP Advisors?
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Experience
Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.
Analytics-Focused
We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.
Financial Reach
Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.